Retirement plan

WORLDATWORK THRIFT PLAN

Name: WORLDATWORK - WORLDATWORK THRIFT PLAN (2017) Form 5500
Creator: WORLDATWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLDATWORK THRIFT PLAN, WORLDATWORK

WORLDATWORKEIN 31-6054097Plan #002PY 2017

14040 N. NORTHSIGHT BLVD. - SCOTTSDALE, AZ 85260480-304-6749worldatwork.orgLinkedIn51-200 employeeshuman resources

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 25, 2005

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$24.4M

+7.1% from 2016

Total participants

153

-6.1% from 2016

Average account balance

$174,341

+17.0% from 2016

Annual return

15.02%

+8.16 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$16.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$167K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$997K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$330

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143	Advisory (Plan)	$33,121
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$1,572
ALGER1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 52 · EIN 26-3613641	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3379729	Indirect Investment Fees	$0
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 13-3867060	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$15 / participant

Contract admin$2K100.0%

% of EOY assets

0.006%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TULL, FORSBERG & OLSON
Auditor EIN: 860130568
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$174,341

$50,637+244.3%

$86,590+101.3%

$62,292+179.9%

Participation rate

87.4%

67.9%+19.5pp

73.5%+13.8pp

69.5%+17.9pp

Annual return

15.02%

20.80%-5.8pp

964.84%-949.8pp

28.90%-13.9pp

Employer contribution / active EE

$3,263

$2,075+57.2%

$2,839+14.9%

$2,042+59.8%

Participant deferral / active EE

$9,462

$2,611+262.4%

$3,609+162.2%

$3,169+198.6%

Admin fee / account holder

$11

$413-97.3%

$4,906-99.8%

$479-97.7%

Provider

Service type

Compensation

NFP RETIREMENT INC1 year

Filed as: NFP RETIREMENT INC.

Service code 27 · EIN 33-0905143

Advisory (Plan)

$33,121

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$1,572

ALGER1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

ALLIANZ GLOBAL INVESTORS1 year

Service code 52 · EIN 33-0457728

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 52 · EIN 26-3613641

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3379729

Indirect Investment Fees

NORTHERN FUNDS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 13-3867060

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 52-0791372

Indirect Investment Fees

WORLDATWORK THRIFT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORLDATWORK THRIFT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion